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Vanguard Growth ETF
VUG

Overview Fund Activity

1,821 hedge funds and large institutions have $57.7B invested in Vanguard Growth ETF in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 752 increasing their positions, 643 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,821
Holders Change
+8
Holders Change %
+0.44%
% of All Funds
29.03%
Holding in Top 10
320
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.91%
% of All Funds
5.1%
New
115
Increased
752
Reduced
643
Closed
80
Calls
$59.8M
Puts
$62.8M
Net Calls
-$3.01M
Net Calls Change
-$83.7M

Top Buyers

1
EWA
EP Wealth Advisors
California
+$693M
2
SIS
Strategic Investment Solutions
Illinois
+$264M
3
Charles Schwab
Charles Schwab
California
+$212M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$130M
5
Morgan Stanley
Morgan Stanley
New York
+$95.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$580M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$233M
3
UCFA
United Capital Financial Advisors
Texas
-$137M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$101M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$90.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
926
Avant Capital
Louisiana
$1.35M -$18.5K -68 -1%
MCM
927
MV Capital Management
Maryland
$1.34M – – –
DT
928
Diversified Trust
Tennessee
$1.34M +$6.81K +25 +0.5%
BFM
929
Boston Financial Management
Massachusetts
$1.33M -$86.9K -319 -6%
BP
930
Ballentine Partners
Massachusetts
$1.33M – – –
HDIM
931
Hanson & Doremus Investment Management
Vermont
$1.32M -$22.3K -82 -2%
ATPW
932
Ashton Thomas Private Wealth
Arizona
$1.31M +$14.4K +53 +1%
DIP
933
DT Investment Partners
Pennsylvania
$1.31M – – –
Kovitz Investment Group Partners
934
Kovitz Investment Group Partners
Illinois
$1.31M -$923K -3,389 -41%
MSFS
935
Main Street Financial Solutions
Pennsylvania
$1.31M +$66.2K +243 +5%
PFGIA
936
Patriot Financial Group Insurance Agency
Massachusetts
$1.3M +$51.5K +189 +4%
OWA
937
Outlook Wealth Advisors
Texas
$1.3M +$22.9K +84 +2%
FLPIM
938
F.L. Putnam Investment Management
Massachusetts
$1.3M -$4.36K -16 -0.3%
MCCP
939
Mission Creek Capital Partners
California
$1.29M -$40.3K -148 -3%
CAM
940
Covenant Asset Management
New Jersey
$1.29M +$11.4K +42 +0.9%
SSWM
941
Strait & Sound Wealth Management
California
$1.29M +$272K +1,000 +27%
AIA
942
Arrow Investment Advisors
Maryland
$1.29M – – –
SWA
943
Sax Wealth Advisors
New Jersey
$1.28M +$83.1K +305 +7%
KPWG
944
KFA Private Wealth Group
Virginia
$1.28M +$637K +2,340 +99%
PP
945
Patten & Patten
Tennessee
$1.28M -$23.1K -85 -2%
RFP
946
RCS Financial Planning
Maryland
$1.27M +$21.5K +79 +2%
IFPL
947
Investments & Financial Planning LLC
Kentucky
$1.27M -$24.5K -90 -2%
SWM
948
Stockman Wealth Management
Montana
$1.26M -$142K -520 -10%
KFS
949
Kelly Financial Services
Massachusetts
$1.26M -$344K -1,262 -21%
CBFP
950
Cedar Brook Financial Partners
Ohio
$1.25M -$543K -1,995 -30%
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38
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